Investment Research & Advisory Group, Inc.
Top Portfolio Positions
188 positions ·
$183,872,725 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
76,013 | $19,291,339 | 10.49% |
| GOOGL |
Alphabet Inc.
Communication Services
|
41,858 | $12,036,686 | 6.55% |
| NVDA |
Nvidia Corp
Technology
|
64,299 | $11,213,745 | 6.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
41,231 | $8,587,180 | 4.67% |
| MSFT |
Microsoft Corp
Technology
|
21,208 | $7,850,565 | 4.27% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,874 | $7,611,095 | 4.14% |
| MA |
Mastercard Inc
Financial Services
|
13,690 | $6,840,345 | 3.72% |
| LLY |
ELI LILLY & Co
Healthcare
|
7,361 | $6,770,426 | 3.68% |
| SCHW |
Schwab Charles Corp
Financial Services
|
66,924 | $6,289,517 | 3.42% |
| V |
Visa Inc.
Financial Services
|
19,874 | $6,006,717 | 3.27% |
Portfolio Trend
Holdings in BNT
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $910 | 22 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,010 | 22 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $684 | 15 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $617 | 15 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $521 | 15 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $574 | 15 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $531 | 15 | Shares | Sole | 2024-10-23 | |
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